Tag: enterprise software

Big Tech • August 4, 2026

Why Palantir Keeps Beating Expectations and Why Its Valuation Still Looks Dangerous

Palantir has spent years dividing Wall Street into two camps. To believers, it is becoming the operating system for artificial intelligence inside governments, factories and some of the world’s most complex organizations. To skeptics, it is a highly valued software company wrapped in defense contracts, theatrical shareholder letters and an unusually devoted investor following. Its […]

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Big Tech • July 15, 2026

IBM Just Lost Wall Street’s Confidence in a Single Day

Strong companies rarely lose a quarter of their market value overnight. Yet that’s exactly what happened to IBM. The technology giant shocked Wall Street after releasing preliminary second-quarter results that appeared respectable at first glance. Revenue still grew. Earnings still increased. Cash generation remained solid. But within hours, investors erased tens of billions of dollars […]

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